Pure Pure is scheduled to report the results of its fiscal Q2 on Wednesday, 8/25. I rarely try to handicap quarterly earnings-to do so requires information I simply do not possess. We have about a 4.5% weighting in the name; we started the position more than 2 years ago, and it has appreciated just 20%…
We added 950 shares of GAN, LTD (GAN) to our high growth portfolio at the opening price of $16.54 as was our plan indicated in the previous post. As mentioned, the substantial upside that GAN reported as well as the strong increase in guidance, made this a compelling purchase. Indeed, we note that even at…
After the market closed today, Wednesday July 7,2021 Gan announced a very substantial upside in terms of its quarterly operating performance. Specifically, the company is indicating that revenues for the quarter were $35 million for the quarter. This compares to prior expectations for the period of $24 million. Further, the company provided a full year…
Many readers will have noted the rapid appreciation of Upstart shares last week. The shares rose by just less than 50% in the last 5 days. I have considered what to do next. While part of the reason for Upstart’s performance is that the shares should have appreciated and not fallen when earnings were released,…
We took a starter position in the shares of GAN a few weeks ago. Until this week, the shares had held up quite well, and had avoided the sector rotation that started in the middle-of February. This past week, the shares imploded and were down by 28%, climaxed by a fall of 13.5% on Friday…